Welcome

About

Welcome to Morgan Stanley Private Wealth Management. We are here to help with all of your wealth management needs, including investment advice, cash management, and lending solutions. We will collaborate with your accountant and attorney to deliver forward-thinking guidance on tax, trust and estate planning strategies.

Our clientele is primarily comprised of successful entrepreneurs and senior corporate executives, particularly in technology, health care, consumer, and other growth industries. Relationships are typically born from significant liquidity events such as mergers, acquisitions and initial public offerings.

In order to provide exceptional service, we focus on serving a limited number of clients with $10 million or more in investable assets. This enables us to meet with each client on a regular basis and monitor progress toward their financial goals.

With 17 years of experience at Morgan Stanley Private Wealth Management, our team knows the firm inside and out. We utilize its best resources and talent to serve our clients well. Let us know how we can be of service.

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

Manage investments with an unwavering focus on your financial strategy and personal goals

Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy

Simplify financial complexity to help you achieve clarity and control

Private Wealth Management Highlights

Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets

Over $300 billion in AUM2

Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163

Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

Approach

Approach

Discovery Process Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs. Formulation of Tax, Trust and Estate StrategyWorking with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Integration of Tactical Asset AllocationShort-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth StrategyAfter comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing AssessmentIn coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Our strength and synergies across each of these businesses not only contributes to the economic vitality and stability of the firm, but also expands the vast resources, expertise and global insight that we can offer you.

Morgan Stanley Franchise Power

$2.1tn in client assets under management1

Morgan Stanley reported revenues of $9Bn1

Nearly 56,000 global employees1

Global footprint includes 1,200 offices in 31 countries on six continents1

Tier 1 risk-based capital Ratio under U.S. Basel III was approximately 19%1

Client Service Team

Client Service Team

Marcus Martin

Registered Associate

Marcus Martin has been a Registered Associate on the team since 2013. He is responsible for all aspects of account administration including account opening, reporting, reconciliation, order entry and checks and wires. Prior to joining our team, Marcus worked in Morgan Stanley's Premier Service Center since 2012, which gave him a deep understanding of the firm's operational platform. He started his career in the financial services industry at E*TRADE, where he was an options specialist.

Marcus graduated with a Bachelor of Arts from Utah Valley University in 2012.

Dow
-395.78

25017.44

4:19PM

Nasdaq
-219.39

7028.48

4:19PM

S&P 500
-45.54

2690.73

4:19PM

Market Information Delayed 20 Minutes

The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.